09/16/2020 Agreement 4g Kevin Madok, CPA
i..
Clerk of the Circuit Court&Comptroller— Monroe County, Florida
DATE: October 8, 2020
TO: Kimberly Matthews
Senior Director of Strategic Planning
FROM: Pamela G. Hanco C.
SUBJECT: September I6"BOCC Meeting
Attached is an electronic copy of the following item for your handling:
C5 Agreement with Baker&Taylor to procure books and non-print library materials
and related ancillary services under the terms of their Florida State Contract ACS No. 55000000-
20-NY-ACS; and approval for Kimberly Matthews to sign all opening day collection invoices
consistent with her purchasing authority.
Should you have any questions, please feel free to contact me at (305) 292-3550.
cc: County Attorney
Finance
File
KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING
500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road
Key West,Florida 33040 Marathon,Florida 33050 Plantation Key,Florida 33070 Plantation Key,Florida 33070
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August 25, 2020
Ms. Karen Bar
Library Technical Services Manager
Monroe County Public Library
700 Fleming Street
Key West, FL 33040
RE: Pricing Proposal—Opening Day Collections(Print,Spoken Word Audio, DVD&Music CD Products)
REVISED
Dear Ms. Bar:
Thank you for allowing Baker & Taylor's Customized Library Services the opportunity to provide a pricing proposal for
Opening Day Collection Services for the Monroe County Public Library — Marathon Branch. Our proposal, including a
detailed description of our service capabilities,follows this letter.
Our approach is the most comprehensive and technically advanced process in our industry. By using CLS, Monroe
County Public Library will partner with the industry's premier provider of customized, technical services. CLS is the
only provider in the industry that truly delivers an adequate scope of material coverage coupled with a complete
solution for the cataloging and processing of library materials.
Attached to this proposal is Baker & Taylor's standard Notice of Pricing Proposal Acceptance form. If you are in
agreement with the attached proposal, please sign the enclosed form and return it as indicated.
Should you have any questions regarding this proposal, please do not hesitate to contact me at 800-775-7930 ext.
3248. I will be happy to assist you in any way possible. Thank you again for this opportunity.
Sincerely,
(71(1(i�e- lelglre
Jennifer Rhyne
Manager, Pricing Projects &Analytics
Baker&Taylor, LLC
2550 W.Tyvola Road, Suite 300
Charlotte, INC 28217
Jennifer.rhyne@bal<er-taylor.com
C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLAROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a,BAKER-TAYLOR.COM 2
TABLE OR CONTENTS
1.COMPANY HISTORY..........................................................................................................................................................4
2. DESCRIPTION OF SERVICES/CUSTOMER NEEDS ASSESSMENT RESPONSE........................................................................5
2.1.CUSTOMIZED LIBRARY SERVICES.......................................................................................................................................5
2.2.CUSTOMER RESPONSE...................................................................................................................................................5
2.3.PROJECT MANAGEMENT APPROACH.................................................................................................................................5
2.4.COLLECTION MANAGEMENTAND SELECTION TOOLS............................................................................................................7
2.4.2.ReViewSources.......................................................................................................................................8
2.4.3. Holdings Comparison..............................................................................................................................9
2.5.ACQUISITIONS............................................................................................................................................................ 10
2.6.CATALOGING.............................................................................................................................................................. 12
2.7.PROCESSING.............................................................................................................................................................. 13
2.72. Back Audit............................................................................................................................................. 13
2.8.INVOICES................................................................................................................................................................... 14
2.9.FUND REPORT............................................................................................................................................................ 14
2.10.A000UNTSET-UP PROCESS......................................................................................................................................... 15
2.11.PAYMENTTERMS...................................................................................................................................................... 15
2.12.STORAGE AND SHIPPING PROCESS................................................................................................................................ 16
2.13.ONLINE CUSTOMER SUPPORT...................................................................................................................................... 16
2.14.SHIPPING................................................................................................................................................................. 16
3. PRICING PROPOSAL........................................................................................................................................................ 17
3.1. A/V MATERIAL.......................................................................................................................................................... 17
4. DISCOUNT TERMS AND CONDITIONS OF SALE...............................................................................................................20
5.CATEGORY DEFINITIONS.................................................................................................................................................23
6. ENHANCED SERVICES PROGRAM....................................................................................................................................24
7. RETURNS POLICY.............................................................................................................................................................25
INSTITUTIONAL RETURNS..............................................................................................................................................25
8.APPENDICES.....................................................................................................................................................................27
APPENDIX 1-SAMPLE STANDARD MARC RECORDS.................................................................................................................27
APPENDIX 2-SAMPLE LABEL SET..........................................................................................................................................29
APPENDIX 3-SAMPLE FUND REPORT(PRINT AV)...................................................................................................................30
NOTICE OF PRICING PROPOSAL ACCEPTANCE....................................................................................................................31
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1.COMPANY HISTORY
Baker & Taylor began in 1828 as a Hartford, Connecticut
bindery and subscription book publisher. Founders, David
Robinson and B. B. Barber, then opened a bookstore to
distribute their own and other publishers materials. Seven �h
years later, Robinson and Barber moved their rapidly
growing business to New York City. In 1885,James S. Bakery,
and Nelson Taylor acquired the company, which was now
focused on the distribution of other publisher's materials. ,
In 1912, Baker&Taylor discontinued publishing altogether
and devoted itself entirely to the wholesaling of all types of
library materials. In 1970, W.R. Grace & Co. bought Baker
& Taylor. During the '70's and '80's, B&T experienced
significant growth, increasing our market share and
providing greater breadth of services to all consumers and
markets.
Baker &Taylor senior management and the Carlyle Group, acquired Baker &Taylor in 1992. In July of 2003, Willis Stein &
Partners acquired Baker &Taylor and in June of 2006, Castle Harlan, LLC. acquired Baker &Taylor. In April of 2016 Follett
acquired Baker &Taylor. Baker &Taylor is headquartered in Charlotte, North Carolina, and operates distribution, technical
support,and sales centers worldwide
Baker&Taylor has a long-standing tradition of being the "any book" wholesaler. We are a leading full-line distributor of
books and audiovisual products to library facilities, with annual sales of more than 63 million books from over 75,000
publishers and imprints. The oldest book distributor in the United States, B&T has provided economical pricing and
excellent services for over 191 years. Our contacts and experience in the library marketplace have enabled us to
establish the most comprehensive coverage of materials and range of services in the industry. We supply all categories
of materials for all levels of library patrons, including general adult readers, researchers, professionals, and Children and
Teens. In addition to items that are stocked in our distribution centers, we maintain a product database that contains
over 7.5 million items.
Baker & Taylor's inventory is over 17.5 million items and approximately 900,000 unique media & book titles. Baker &
Taylor's leveraging of its inventoried titles from over 75,000 publishers and imprints provides the highest possible fill
rates in the industry.
Titles Volumes
Book 936,161 15,523,076
DVD/Blu-Ray 53,359 1,123,483
Music CD 70,086 534,823
Audio Book 33,718 155,825
eBook/eAudio 1,501,314 n/a
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2. DESCRIPTION OF SERVICES/CUSTOMER(NEEDS ASSESSMENT RESPONSE
2.1.CusTOMIZED LIBRARYSERVICES
Baker &Taylor has been leading the industry in providing libraries customized technical services for over thirty years. We
have developed a multitude of innovative services in the area of collection management, cataloging services and technical
processing. Due to technological advances and the increased complexity of library operations and projects, Baker&Taylor
created Customized Library Services in 1996 to consolidate our valuable resources and experience in order to address the
growing demand from libraries for more customized,specialized and unique services. CLS is a separate operating unit,whose
sole focus is Opening Day Collections (ODC), Collection Expansions, On-line Cataloging Solutions, Outsourcing Projects and
Project Management. CLS has its own staff of over 300 trained professionals to perform the unique services to provide
complete library solutions. We currently serve over 400 libraries on an ongoing basis and complete over 60 CDC/Collection
enhancement projects per year.
2.2.CusTOMRR RESPONSE
Project Scope
Customized Library Services is fully capable of providing customized cataloging and processing services required by the
Monroe County Public Library. In accordance with the library's completed requirements, the following services will be
provided:
• CLS will provide customized adaptive and copy cataloging with CIP upgrades where needed utilizing Z39.50 protocol
• CLS will provide Project Management Support
• CLS will provide Collection Development Support
• CLS will provide Storage&Delivery of material ordered for the Opening Day Collection project.
• CLS will provide monthly Fund Accounting Reporting for the Opening Day Collection project.
• CLS will provide custom processing of Print, Spoken Word Audio, and Audiovisual Material for Opening Day Collection
Services.
The basis of Customized Library Services' business relationship with Monroe County Public Library will be a partnership,
based on mutually agreed upon roles, responsibilities, and obligations. Flexibility and responsiveness to changing needs
are fundamental requirements for ensuring a successful and mutually satisfying partnership between the Library and
CLS.
2.3.PROJECTMANAGEM ENT APPROACH
The formation of Baker & Taylor's Customized Library Services brought with it the development of a project-oriented
approach to Ongoing Collection Development, Opening Day Collections, and Ongoing Online Cataloging and Processing.
This approach allows CLS management to schedule all facets of a project or ongoing service, including resources, and
provides the foundation and framework for the entire project while creating a mutual understanding of the
requirements of both the Library and CLS.
The first step in the implementation of the CLS project management process is the establishment of a project team. All
CLS project teams consist of a minimum of a project manager, collection development manager, an automation
specialist/cataloging/processing manager, and an account coordinator. Team members are responsible for managing
their assigned resources to complete the project. In turn, each team member works closely with the project manager to
ensure compliance to all requirements.
The development of the project team begins upon receipt of a completed Customer Needs Assessment or
formal/informal proposal request. The project team immediately becomes part of the CLS response team and helps
develop an approach that will successfully complete the project and meet the library's requirements. This process
ensures that all management resources are in place prior to the submission of our response. Our experience has shown
that when the library sets up a project team with similar project responsibilities and scope in advance of the project or
ongoing service startup, the documentation and implementation of services is more efficient, accurate, and thorough.
Additionally,the library's internal project team, supported by a designated library project manager, can provide a central
point of contact for all issues and information. This will help foster communication and insure that all internal library
timelines and schedules are met.
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Upon successful award to CLS, the project manager immediately contacts the library's project coordinator to begin
developing the partnership that will carry throughout CLS service to the library or the projects' completion. At this time,
the project manager contacts the library to review the next steps in the process and possible site visit dates and also
requests samples of barcodes, genre labels, ownerships labels or other labels as applicable. The project manager will
work with the library to schedule a series of conference calls, including the appropriate CLS and library project team
members. The goals of these calls will be to establish connectivity to the library's catalog, review the cataloging and
processing specifications supplied in the proposal process and further define them if needed, profile any collection
development needs, and assist in the coordination of any electronic ordering/account set up. At the end of these
conference calls, all CLS project team members will review their notes and provide a comprehensive requirements
documentation package to the library. Upon receipt of the library's approval of the requirements package, CLS will
create cataloged and processed samples.
Your project manager will deliver these samples to the library,giving the library another opportunity to confirm that CLS
understands their requirements. At this time the project manager can walk the library through placing their first orders
and discuss a fulfillment schedule with the library.
Ultimately, the key to successful project management is communication. Internally, CLS emphasizes and focuses on
team communication for facilitation and completion of all processes and tasks. Externally,this communication is no less
important. Team to team communication between the library and CLS builds a confidence and the environment that is
needed for the successful completion of any project. In support of this "communications environment", the project
manager is responsible for establishing regular conference calls with the library and all the CLS team members. These
meetings can serve a number of purposes, such as the regular review of profiles, requirements, and project status
updates. Our experience has also proven that these meetings and calls aid in the development of the relationship
between CLS and the library by promoting open lines of communication at all times and by helping to resolve any issues
or questions to the mutual satisfaction of the library and CLS.
A final component of project management is consulting support. All CLS project managers have significant project and
delivery experience that can provide ongoing support and aide to the library. This additional knowledge base is free of
charge and comes from working with seasoned project professionals. This support can be an invaluable and timely tool
from collection development strategy all the way to the delivery implementation.
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2.4.C®LLECTI®N MANAGEMENTAND SELECTION Toas
Baker & Taylor emphasizes a project-oriented approach in every aspect of the management of Customized Library
Services. Collection Management follows these same rules of engagement, which has made us the leading shelf-ready
supplier in the industry.
At an appropriate time after the award of the contract, Collection Management staff, in conjunction with the CLS Project
Manager will:
• Contact designated library collection development staff for purpose of introductions and to acquire additional general
information about the project or ongoing service requirements.
• Provide the designated library collection development staff copies of Collection Management profiling documentation
in order to familiarize the library staff with the means with which B&T Collection Management librarians will document
and record collection parameters.
• Visit the library and perform focused meetings with the library's collection development staff, in order to discuss and
document detailed collection development requirements.
• Document, restate, and as necessary edit, with the library's input, the information acquired in the previous step.This
will be presented to the library for sign-off as a confirmation of B&T Collection Management's understanding of the
collection parameters.
• A tentative list production schedule will also be supplied and any technical/system issues will be addressed and
documented.
• Upon sign-off, B&T Collection Management will provide sample selection lists/media for review by the library and as
necessary, use feedback as a source of fine-tuning the documented requirements.
• Upon confirmation of sample conformance, B&T Collection Management librarians will start list/media production.
• If the library needs to adjust requirements after documentation sign-off, B&T Collection Management librarians will
document the change and make necessary adjustments to support processes,output,schedules,and pricing.
• Baker & Taylor's Customized Library Services collection management approach is the structured and comprehensive
approach required to address your collection development needs.
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2.4.1.Selection Lists
Baker & Taylor's Collection Management has one of the most extensive databases in the industry to support Opening
Day Collection projects and ongoing selection. Our core selection application can access millions of book, audio and
video titles. Data can be accessed and output by using an extensive range of access points including but not limited to:
• Dewey Classification
• Library of Congress Classification
• Library of Congress Subject Headings
• Fiction Genres
• Juvenile Material Type, i.e. Picture Book, Easy Readers
• Subject Thesauri such as BISAC Subject Classifications
• Non-book Material Genres
• Key Word that can be applied to subject access points,full text annotations,and/or tables of contents
In addition to these subject/content descriptions, data can be accessed and output by non-subject descriptive data
elements including but not limited to:
• Review Citation
• Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children
• Series
• Level of Readership/Intended Audience
• Physical Format/Material Type
• Availability Status
• Stock Status
• Price
Staff Collection Management librarians also maintain bibliographies that can be used to support library collection
development projects. Examples include and are not limited to interdisciplinary multicultural collections that have
African American, Hispanic/Latino,and/or Asian oriented content.
B&T can provide collection development data in a laser printed hard copy, MARC, or PC compatible format including
Microsoft Excel. Data availability includes, but is not limited to the following:
• ISBN/ISSN • Edition Statement
• Binding/Format • Publisher
• List Price • Date of Publication/Copyright
• Delivered Price • Series
• Holdings(see below) • Brief Annotation
• Class Number(s) • Interest Level
• Author/Editor • Indication of Status
• Title • Subject Classification
In addition, B&T can include almost any data element that is included in the structure of a MARC record in our hard copy
or electronic formats of selection lists. We can include data that indicates:
• Juvenile Material Type, i.e. Picture Book, Easy Readers
• Subject Thesauri Elements such as BISAC Subject Classifications
• Non-book Material Genres
• Review Citation indications
• Citation in Industry Standard Bibliographies such as Public Library Catalog or Best Books for Children
• Physical Format/Material Type
• Availability Status
• Stock Status
• Regional and National Demand accumulated from all B&T customers
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2.4.2. Review Sources
B&T can provide access to full-text review citations from the following major review sources. Please note that if full-text
reviews are required,the library could be subject to a separate charge for this level of service.
AudioFile 1992--
Bookl ist Jan. 1995--
BookPage Inception 1999--
Choice 1998--
Doody's 1993--
E-Streams Inception (not known)
ForeWord Inception 1999--
Horn Book Guide 1994--
Horn Book Magazine 1996--
Kirkus 1991--
Voice of Youth Advocates 1997--
PW 12/23/2003
LJ all available reviews(-1985--)
SLJ all available reviews(-1985--)
VideoLibrarian Jan. 2002
2.4.3. Holdings Comparison
It is our experience that library systems require current holding information in library development projects. Contingent
upon the library's ability to produce a machine-readable extract in conformance to Collection Management
specifications,we can match this to our selection list data.
We can accept holdings data in an ASCII or MARC format. Our experience is that ASCII data matched by ISBN provides
the best level of service. Extensive technical work to acquire library holdings data may require a supplemental charge to
cover research and system development, and ILS interface issues may be contingent upon the features and/or resources
of the ILS provider. In almost all instances in which library holdings are included in a collection development project,the
following processes are followed:
• Designated technical staff at the library extract an ASCII or MARC file of data to be included in the project
• The data file is transmitted to B&T via FTP
• B&T Technical staff reviews and tests the data for compatibility
• Compatibility issues are addressed and resolved, if necessary, by B&T staff working with the library's technical staff
• Holdings are matched to selection lists produced by B&T librarians in conformance to the specific documented
collection management requirements,and included in selection lists used by the library
• Depending on the project time-line, periodic holding updates may be scheduled and included in the process
• B&T can utilize the data supplied by the library that matches the B&T databases by ISBN and include it in the selection
lists produced for the library.
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2.5.AcQUISITl®Ns
Baker&Taylor's Title Source 360TM is a revolutionary new way to order product from one trusted source.Through the latest
innovative technology, Title Source 360T' provides users with fast, accurate and personalized search results, and makes
ordering easier than ever. Find the products you need and order them quickly and easily with a streamlined checkout
process.
Baker &Taylor's Title Source is the most extensive database of bibliographic acquisitions information for U.S. publications.
This subscription database includes book, spoken word audio, DVD/ Blu-ray, and music CD titles. Each record gives current
print status(i.e. Not-Yet-Published,Out-of-Print), in-stock availability,and latest list price. Title information is updated daily.
Title Source 360TM Benefits:
• Largest database of book titles and media products
• Fast,customized search results based on prior searches or user profile
• Intuitive interface
• Inventory view and title searching within cart
• Product release calendar
• Special offers and promotions
• Live customer support
• Customized profiles
• Streamlined order management
• Simple batch entry upload and ordering process
Title Source 360T' makes it faster and easier to order books, movies or music products — now you can have millions of
products at your fingertips with one easy-to-use ordering system.
Customized Search and Browse Capabilities
Title Source 360TM enhanced search capabilities include type-ahead and spell-checking to aid in your search.
Wealth of data at your fingertips
Each view provides publisher status, inventory level, estimated discounted price, cart and order duplication indication—
without a single click of a button.
Enhanced MARC profiler
This new feature makes integration with your ILS easy and efficient. Output customized, best available, MARC records with
your required ILS data including, but not limited to, notes, location codes, fund codes, and collection codes, to create on-
order records. On-order records can be used in the acquisitions process and to enable patrons to place holds on pre-pub
titles.
Easy Cart Management
The innovative cart drawer is easily accessible on every page, so you can keep your lists and carts organized. Choose from
multiple batch entry options: basic data entry,copy and paste and file import—multiple formats are supported.
Innovative Shared Cart Workflow
Share your cart with multiple users and control each step of the process, including selecting who can perform which function
and assigning completion deadlines.
Title Source 360TM makes it faster and easier to order books, movies or music products — now you can have millions of
products at your fingertips with one easy-to-use ordering system.
The Title Source 360TM database contains detailed, comprehensive, up-to-date information on over 8 million book titles,
200,000 DVD/ Blu-ray titles, and 750,000 music titles. Data elements also include: 45 key search indices (including LC and
Dewey classes),eleven filter criteria (including stock status, publication date, binding,format,and grade level), and duplicate
checking between orders and selection carts.
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Key Features ofTitleSource 360T'are:
• Updated daily to insure accurate and current information, including in-stock titles, pre-publication, and new release
titles
• Real-time inventory data
• Rich bibliographic information, including over 4.8 million jacket images in full color,first chapters,annotations,tables of
contents,as well as standard bibliographic data such as author, ISBN, price, publisher,and publication
• Fully searchable Tables of Contents (1,300,000)and Annotations (4.1 Million).Approximately 900,000 full-text reviews,
including Kirkus, Library Journal, Publishers Weekly, School Library Journal, Horn Book, Choice, VOYA, BookPage,
Foreword,AudioFile and E-Streams
• Automatically access titles by review publication date
• Over 45 search indices,including BISAC, LC and Dewey classes
• Create, merge,copy,export and transfer selection carts. Carts can even be emailed to other users
• Download MARC records into your ILS system with 9XX tags
• Duplicate checking between orders and selection carts
• Ordering grid capabilities for the library to track multiple branch distribution of title copies as well as three other user
defined fields
• Order grid information may be downloaded to the library's ILS system for ordering and/or transmitted to CLS in the
electronic order file sent from Title Source 360TM
• Access to Lease Pre-publication lists and Quick Call
• Access to lookup ISBN's in library OPAC with one click
• Administrator determines levels of access for user IDs
Shared Cart Functionality:
• Simultaneous Access to or Sharing of a single cart by multiple users within single TS360TM account.
• Enhanced Duplicate Checking allows a user to perform a duplicate check for a single title before and/or after placing the
title in the cart. Those customers using our Grid Distribution system will now see appropriate Grid information
displayed in the printable popup window alongside previously provided duplicate information.
• An Inline Grid Distribution Table is incorporated within the Detailed Title Display to give users the ability to enter
multiple rows without having to go to a separate grid screen. It is also available as a popup read-only window for
shared grid carts.
• A Requisition Table for shared non-grid carts displays the requisition information supplied by all users and is viewable
within the Detailed Title Display or from a popup window when using the Multiple Title Display. Information collected
and displayed for each user includes:quantity, notes,and any Grid entries.
• Administrators and Cart Owners can find and replace Grid entries that may be obsolete.
System Requirements:
• Internet Explorer(version 5.0 or higher)
• An internet connection(56K or higher recommended)
Title Source 360TM is designed to support library workflows, and is integrated with Baker&Taylor's collection development
service FirstLookT"°and your integrated library system (ILS).
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2.6.CATALOGING
Customized Library Services' custom cataloging is Baker&Taylor's premier service. CLS has performed online cataloging,
editing and maintenance for Libraries since 1989. CLS will use one of two methodologies to perform cataloging services.
Our preferred method is to access the Library's ILS using the Z39.50 protocol. Customized Library Services has partnered
with The Library Corporation (TLC)to create a state of the art cataloging methodology that leverages Z39.50 protocol for
accessing the library's database and a resource pool of records from the Library of Congress and any Baker & Taylor
created records. This technology allows our CLS catalogers to have access to the most current version of the library's
cataloging records without the overhead of being directly online. Records obtained from the Library's database are
saved to a library specific work file located in our secure cataloging utility. The records in the work file are used in the
creation of spine labels and as a vehicle for providing item-linking information.
Optionally, CLS can catalog online using the ILS Client supplied by the Library. Using the client software, CLS catalogers
will access your database and work live in your database.Added copies will be linked on-line and CLS will catalog and add
new titles using the Library's cataloging utility and OCLC (through a third party agreement described below). Original
cataloging (described below as well) will be performed as needed. It should be noted that the cost for this alternate
methodology could be different then the pricing quoted in this proposal.
Once all necessary information is gathered, the CLS project team will work with the library to determine the best, most
economical fit for the library.
Major Features of the CLS Preferred Cataloging Methodology(Z39.50):
Only authorized CLS catalogers have access to the library's database and work file. The cataloger will process material
first by searching for a matching record in the library's database and work file simultaneously.
A successful search occurs when our cataloger matches the data elements found in the appropriate record tags. CLS
considers the title, author, imprint/publisher, edition and date of publication when matching a record. During the CLS
profiling, the project team will document the appropriate attributes for matching records. When a matching record is
found, the appropriate item level information (examples: barcode number, list price, collection code, etc.) is keyed and
the record is saved to the library's work file.
If a record is not found in the library's database or work file, the CLS Bibliographic Database is searched, followed by LC
MARC and the resource databases of TLC.The CLS Bibliographic Database contains all CIP records upgraded to full MARC
standards by CLS catalogers, as well as new records created by CLS original catalogers.
If the record is not found in the above resources, the Library may also choose to have CLS search OCLC on their behalf
for records not found in the library's catalog. Once a record is located in OCLC it is saved to the Library's work file and
the record is updated to the Library's specifications. The option of utilizing OCLC will also help to minimize the Library's
need for original cataloging. Please note that the process of using OCLC is available upon CLS' receipt of a signed third
party agreement which grants permission to our catalogers to access OCLC on the library's behalf. There are no
additional charges from CLS for this service. However, it should be noted that all corresponding OCLC charges will be the
responsibility of the Library. On a weekly basis, an electronic file is sent to OCLC to update the library's holdings for all
contributed records.
When a full matching record is found in one of the resource databases, it is upgraded to meet the library's specifications
and the appropriate item tag is keyed.The record is then saved to the library's work file.
If the matching record found is not a full level record, the record is upgraded to meet LC standards and is saved to the
CLS Bibliographic Database. The record is then further edited to meet the library's specifications and the appropriate
item record is keyed. The record is then saved to the library's work file. The exception to a full level record would be
that some AV pre-pub records are not upgraded to full MARC standards. However,these records are upgradeable to the
Library's local standards. If a matching record cannot be found in the multi-database search string, a request is
forwarded to an original cataloger in the CLS department. Our original catalogers will create a record according to RDA
rules. LC authority files are used to validate author and subject headings. Once the record is created, it is saved into the
CLS Bibliographic Review File. Once the record has been reviewed and approved, it is saved in the CLS Bibliographic
Database. The library's assigned cataloger is notified and the record will be edited to meet the library's specification and
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appropriate item tag is keyed. The sample records enclosed (Appendix 1) represent the minimum level of cataloging for
AV materials.
Every title sent to the library will have a full MARC record with the appropriate item tags. The records will either be new
additions to the library's catalog, edited and modified to the library's standards, or existing records from the library's
catalog.
When the cataloger has completed the order, laser printed label sets consisting of spine, barcode, bibliographic, and
other labels as required by the library are printed. We have enclosed a sample label set in (Appendix 2).The barcode is
provided in a standard format, with an eye readable number strip available. All other labels are customizable for font,
pitch, boldness and italics. Options for label font include Courier,Times New Roman and Arial and pitches 12, 14, 16 and
text can be left justified or centered. For thin books, we can provide one line spine labels and for Picture Books we can
provide a larger font author letter spine label. The library will supply a unique barcode range, barcode prefix, and
symbology information.
Call number and bibliographic information is extracted directly from the MARC record to ensure accuracy. After the
labels are printed, a file of MARC records corresponding to the titles in the order is created. Released records are
flagged so they cannot be selected again.
The file of records will be put on the B&T FTP server for the library to retrieve and load. The records are maintained on
the Library's work file for historical reference.
2.7.PROCESSING
The CLS department has over 300 trained professionals staffed to handle the library's customized requirements. These
staff members are dedicated to meeting the library's requirements and exceeding your expectations. Our commitment
to excellence and doing the job right the first time is unmatched in our industry. After cataloging is complete, the
processing department completes the physical processing of each item. The processors review the processing
instructions gathered at the site visit. Following these instructions, the processor attaches the spine label, barcode, and
any special labels required by the library.After the application of all physical components,the library's materials move to
the jacket selection area. Experienced technicians size the books so the appropriate Mylar jacket can be applied to the
dust cover of the book. After the material is fully processed, it is ready for the final and most important stage in our CLS
process, back audit.
2.7.2. Back Audit
The back audit team is the final step in ensuring the material we ship to the library is of the highest quality and is in
compliance with the library's profiled specifications. The CLS back auditors inspect each order by cross referencing the
completed processing and the processing instructions gathered at the site visit. Once the library's material passes this
stage,the order is ready to be staged for delivery to the library.
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2.8.INVOICES
Print/Spoken Word Audio
Baker & Taylor's book and spoken word invoices include the bill to address, ship to address, unit price, unit discount,
quantity, total discount price, ISBN and purchase order number. The library may choose the order in which books
appear on the invoice; in the same order as the original purchase order, alphabetically by title, author, or publisher.
Cataloging and processing charges can be included in each line's extended price, summarized at the bottom of each
invoice, or shown on a separate invoice. In addition, Baker &Taylor's ATS number(authorization to ship) is included on
each invoice and packing slip and will allow the library to match the packing slips to invoices.
DVD/Blu-ray and Music CD
Audio Visual invoices will list the account number, purchase order number, quantity, title, producer's list price, discount,
extended price, and total price. Processing and cataloging charges will also be listed. Titles can be listed by purchase
order, artist, and title or item number. The invoice number is listed on both the invoice and the packing list. In addition,
Baker&Taylor's ATS number(authorization to ship) is included on each invoice and packing slip and will allow the library
to match the packing slips to invoices.
2.9.FUND REPORT
As part of our Opening Day Collection Services, Baker&Taylor will provide a fund accounting report every two weeks.
Please refer to Appendix 3 for a sample fund report. A typical CLS fund report contains the following information:
Backorder- If the library chooses to accept backorders, this report will detail any items which have been ordered by the
library but are not yet available in stock with B&T. They will remain on backorder until a time designated by the library
has passed. Backorder information includes the units and net discount dollars but does not include value added services
pricing. Including this pricing (unit charge for cataloging and processing) could artificially inflate fund reporting
expend itu res.
Pending-These items are available in stock and have been allocated to the library. From this point forward,these items
cannot be re-allocated unless the order is cancelled. There are several internal phases of"pending'that include items in
stock but not yet picked, items in cataloging, items in processing, or items in final review.
Invoiced -These items have been completely cataloged and processed as well as reviewed and are packed, stored, and
ready to be shipped to the library.
Finally, the fund report provides several calculations that assist in reviewing and analyzing the project status. Budget
figures are included in as much detail as possible and remaining balances are determined via formula for every category
reported on. This helps the library and CLS wisely and effectively manage the budgets established in the beginning of
the project. Where under-selection has potentially occurred, CLS will advise the library on strategies for expending or
reallocating dollars in a specific category. Where over-selection has occurred, CLS will work with the library to reallocate
dollars or reduce expenditures in the affected category.
The report is broken down by collections that are determined during the collection development profiling phase of the
project. Collections can be as broad or precise as necessary, but must be coordinated with the collection development
lists and the ordering methodology to maintain the integrity of the information.
These reports are regularly reviewed by our collection development specialists so that we can provide additional
management support and consultation where necessary.
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2.10.AccouNTSE=r-up PROCESS
B&T has developed an account set-up methodology to aid in the delivery process. Accounts will be established for each
collection group defined by the library and our CLS project team at the Site Visit. Adult and juvenile nonfiction orders
will be grouped by Dewey hundreds (000's, 100's, 200's, etc.). Adult and juvenile fiction orders will be grouped into 4 or
5 sections based on the first letter of the author's last name. Additional accounts will be set up as required by the
library. For example, the library may want to separate out genre, large print or board books. This account set up
process ensures that the shipment is delivered in logical groups for shelving. It also allows for detailed fund reporting by
Dewey hundreds and other relative categories.
All units will be boxed, labeled and palletized as they are completed. Completed pallets will be shrink wrapped, labeled by
customer project name and stored. CLS Project Management will ensure the materials are placed in the location of the
library's choosing at the time of delivery.
2.11.PAYMENTTERMS
Baker&Taylor's payment terms are net 30 days from the date of invoice. Ownership transfer and invoicing will occur on
the date cataloging and processing is completed and the materials are either shipped, or placed in storage at a Baker &
Taylor facility. Invoices are mailed to the Library at the time invoicing occurs.
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2.12.STORAGE AND SHIPPING PROCESS
CLS will store the materials in our fully insured, climate-controlled distribution center until the desired shipment date(s).
When the library is ready for delivery,the back audit team begins to prepare the library's collection for delivery. 30 days
notice for delivery is required for projects up to 50,000 units. 45-60 days is necessary for projects that exceed 50,000
units.The preparation for delivery includes marking the outside of each carton with the collection group of the material
inside and organizing the pallets in a sequence that the project team determines to be the most efficient for unloading.
This organization ensures items that will be in the farthest part of the library will be unloaded first from the truck. This
step helps minimize unnecessary movement of cartons throughout the new library. The boxes will be stored and
shipped in collection groups based on the account set up process.
Once a delivery date is determined, CLS and the library begin to work on a plan of action for the day or days required to
fully move the boxed collection into the library. The planning begins with several conference calls that may also include
library facilities management and/or construction project management personnel. Discussion points include the delivery
parking area for truck maneuverability, best entry point into the library and whether or not materials can be moved in on
pallets or hand trucks, necessary equipment (hand carts, pallet jacks, fork lifts, etc.), location of freight elevator(s) for
multiple floor buildings, location of the shelves and specific collection parameters. Extra caution will be taken for
delicate or fragile ceramic tile flooring or other sensitive building materials/areas. CLS strongly recommends that the
library have the Certificate of Occupancy and fully constructed shelving before accepting/requesting delivery.
Our experience tells us that the day of delivery, no matter how well choreographed, always requires some improvisation.
Because of this, the Project Manager and other CLS/B&T personnel as required will attend every initial library delivery. In
addition to managing the on the ground delivery, the Project Manager can help provide expertise from past delivery
experiences and can quickly contact other CLS/B&T personnel as necessary should questions arise. For larger deliveries,
additional moving and unloading personnel may also be required. CLS will work with the library to ensure the appropriate
resources are available to execute the delivery in a successful manner.
2.13.ONLINE CUSTOMER SUPPORT
In addition to the personal support of your Project Manager,we are pleased to offer access to Online Customer Support
(OCS), Baker & Taylor's web-based account management system. Access to the OCS system via your web browser is
available 24 hours a day, 7 days a week to search and view account information, orders, and invoices with Baker &
Taylor.
OCS' sophisticated search options include the ability to query orders by Purchase Order, B&T Order Number, Order Date
Range, and more. The OCS data is updated to reflect the latest order and invoice status, as well as up to six months of
history.
The library can obtain updated status information at any time by accessing OCS. A backorder summary report including
information on all backordered and cancelled titles is available. The library can go to the reports/downloads tab to
request this report, setting date parameters and selecting all accounts or specific ones. The report is emailed to the
library within 24 hours.
The Library can also view detailed information on order and account status, warehouse location, quantities and prices,
and shipping details. If a shipping carrier such as UPS, has external tracking capabilities, a link in the OCS system will take
the Library directly to the carrier's website where additional information on your shipment's status is available. There is
even an option that helps the Library to print invoices and order details for record keeping.
2.14.SHIPPING
Baker &Taylor will send all items Free Shipping, FOB Destination with inside delivery. Ownership transfer and invoicing
will occur on the date cataloging and processing is completed and the materials are either shipped or placed in storage
at a Baker &Taylor facility. Invoices are mailed to the library at the time invoicing occurs. Staff accounts, offered as a
courtesy to our customers for personal use, will receive FOB Shipping Point, Charge Shipping and will be taxed as
appropriate.
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3. PRICING PROPOSAL
3.1.PRINTAND SPOKEN WORD AUDIO MATERIAL
Based on the information contained in your completed Customer Needs Assessment, we are pleased to propose the
following pricing for print and spoken Word material. Baker &Taylor/CLS reserves the right to adjust pricing if the Library's
requirements change at any time throughout the project. Pricing is based upon the library's CNA response.Should the library
require additional services in collection development, cataloging, processing, reporting, storage, or shipment, Baker &
Taylor/CLS may adjust pricing accordingly. If the library system cannot be accessed via our Z39.50 methodology, then CLS
may discuss alternative methodologies for system and shelf ready material. It should be noted that the cost for an alternative
methodology other than what is outlined within this proposal, would be different than the pricing quoted below. All items
will be supplied by CLS unless otherwise noted:
OPENING DAY COLLECTION SERVICES FOR PRINT MATERIAL....................................$3.99/UNIT
INCLUDES:
1. ADAPTIVE AND COPY CATALOGING WITH CIP UPGRADES WHERE NEEDED,UTILIZING Z39.50
PROTOCOL
2. ITEM LINKING
3. PROJECT MANAGEMENT SUPPORT
4. MYLAR JACKET
5. LINK AND AFFIX CLS SUPPLIED UNIVERSAL RFID TAG
6. SPINE LABEL
7. BARCODE LABEL
8. GENRE LABELS(LIBRARY-SUPPLIED)
9. OWNERSHIP LABEL AND/OR STAMP
10. LABEL PROTECTORS
OPENING DAY COLLECTION SERVICES FOR SPOKEN WORD AUDIO MATERIAL...............$6.49/UNIT
INCLUDES:
1. ADAPTIVE AND COPY CATALOGING WITH CIP UPGRADES WHERE NEEDED,UTILIZING Z39.50
PROTOCOL
2. ITEM LINKING
3. PROJECT MANAGEMENT SUPPORT
4. REPACKAGE INTO STANDARD SWA CASE
5. LABEL PROTECTORS
6. SPINE LABEL
7. BARCODE LABEL
8. BOOK DROP LABEL
ADDITIONAL SERVICES AT THE LIBRARY'S REQUEST:
JUVENILE KITS CATALOGING AND PROCESSING(ADDITIONAL)............................................$2.25/UNIT
LAMINATE PAPERBACK COVERS(ADDITIONAL)
10 MIL CLEAR POLY......................................................................................................$1.99/UNIT
7 MIL CLEAR POLY.................................................................................................$1.15/UNIT
ORIGINAL CATALOGING...........................................................................................$10.00/TITLE
'k BAKER&TAYLOR CURRENTLY WORKS WITH MOST RFI D SYSTEMS.OUR TAGS OPERATE AT 13.56MHZ,AND ARE RE-WRITEABLE,AND FULLY COMPLIANT
WITH ISO15693. IF AFTER COMPATIBILITY TESTING B&T DOES NOT HAVE THE CURRENT SOFTWARE/HARDWARE IN PLACE FOR THE SYSTEM CHOSEN BY
THE LIBRARY, BAKER & TAYLOR RESERVES THE OPTION TO REVISE THIS PRICING. IN THESE INSTANCES CUSTOMERS SHOULD SUPPLY B&T
UNPROGRAMMED RFIDTAGS
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♦ BAKER&TAYLOR'S PAYMENT TERMS ARE NET 30 DAYS FROM THE DATE OF INVOICE. OWNERSHIP TRANSFER AND INVOICING WILL OCCUR ON THE DATE
CATALOGING AND PROCESSING IS COMPLETED AND THE MATERIALS ARE EITHER SHIPPED, OR PLACED IN STORAGE AT A BAKER &TAYLOR FACILITY. IF
STORAGE IS REQUIRED, BAKER &TAYLOR WILL STORE THE MATERIALS IN A FULLY INSURED AND CLIMATE CONTROLLED FACILITY UNTIL THE DESIRED
SHIPMENT DATES. INVOICES ARE MAILED TO THE LIBRARY ATTHE TIME INVOICING OCCURS.
♦ FOR THOSE RECORDS WHERE CATALOGING IS NOT AVAILABLE IN THE LIBRARY'S DATABASE OR B&TS CATALOGING UTILITY, CLS WILL PROVIDE AN
ORIGINAL CATALOGING RECORD FOR$10.00/TITLE. TITLES REQUIRING ORIGINAL CATALOGING WILL BE PRICED SEPARATELY AT$10.00/TITLE FOR THE
FIRST COPY OF EVERY TITLE ORDERED. IF MULTIPLE COPIES OF A TITLE ARE ORDERED,THE$10.00 CHARGE WILL ONLY APPLY ONCE, HOWEVER,THE
COMPREHENSIVE CATALOGING AND PROCESSING CHARGE WILL APPLYTO EACH UNIT INCLUDING THE INITIAL UNITTHAT RECEIVESTHE$10.00 CHARGE.
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3.2. AN MATERIAL
Based on the information provided, we are pleased to propose the following pricing for Audio Visual Material. Please note:
Pricing is subject to change based on specifications or case changes. If the library requires alternate processing or cataloging
requirements,it is at the discretion of CLS to adjust pricing accordingly.
A/V CATALOGING AND PROCESSING
DVD/BLu-RAY ..............................................................................$4.89/UNIT*
INCLUDES:
I. ADAPTIVE AND COPY CATALOGING UTILIZING Z39.50 PROTOCOL
2. ITEM LINKING
3. PROJECT MANAGEMENT SUPPORT
4. REPACKAGE ITEM INTO STANDARD DVD CASE AS APPLICABLE
5. INSERT GRAPHIC INTO SLEEVE
6. LABEL PROTECTORS
7. SPINE LABEL
8. BARCODE LABEL
9. BOOK DROP LABEL
MusicCD....................................................................................... $4.89/UNIT*
INCLUDES:
I. ADAPTIVE AND COPY CATALOGING UTILIZING Z39.50 PROTOCOL
2. ITEM LINKING
3. PROJECT MANAGEMENT SUPPORT
4. REPACKAGE ITEM INTO STANDARD CD JEWEL CASE AS APPLICABLE
5. INSERT GRAPHICS INTO SLEEVE
6. LABEL PROTECTORS
7. SPINE LABEL
8. BARCODE LABEL
9. BOOK DROP LABEL
PLEASE NOTE,PRICING F®R THE LsRARY's MEDIA Box DVD COLLECTION WILL RE DETERMINED ONCE CATALOGING'AND PROCESSING REQUIREMENTS HAVE
BEEN FINALIZED BY THE L/RR4 R 9
* TITLES REQUIRING ORIGINAL CATALOGING WILL BE PRICED SEPARATELY AT$10.00/TITLE. THE COMPREHENSIVE CATALOGING AND PROCESSING CHARGE
WILLAPPLYTO EACH UNIT,INCLUDING THE INITIAL UNITTHAT RECEIVESTHE$10.00 CHARGE.
* AV CATALOGING AND PROCESSING PRICES FOR CDs AND DVD'S ARE FOR BOTH SINGLE AND MULTIPLE DISC RELEASES.
♦ BAKER&TAYLOR'S PAYMENT TERMS ARE NET 30 DAYS FROM THE DATE OF INVOICE. OWNERSHIP TRANSFER AND INVOICING WILL OCCUR ON THE DATE
CATALOGING AND PROCESSING IS COMPLETED AND THE MATERIALS ARE EITHER SHIPPED, OR PLACED IN STORAGE AT A BAKER &TAYLOR FACILITY.
INVOICES ARE MAILED TO THE LIBRARY AT THE TIME INVOICING OCCURS.
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4. DISCOUNT TERMS AND CONDITIONS OF SALE
DiscountTerms and Conditions of Sale(Print and Spoken Word Audio)
Monroe County Public Library-Marathon Branch Opening Day Collection
Please note that the following discount terms are applicable for CLS accounts only. The pricing grid below provides
discounts for each product category offered by Baker&Taylor.
Product Category Definition(a) Price Indicator Discount
Category
Adult Trade Hardcover Editions 0-(zero)(Hardcover Trade Editions) 44.5%
I. (Popular Fiction&Non-Fiction,and may include C-(Hardcover Computer Books)
some spoken word audio
II. Juvenile Trade Hardcover Editions J 44.5%
(Popular Fiction&Non-Fiction)
Adult Quality Paperback Editions B (Paperback Trade Editions)
1 copy/title 35.0%
III. (Popular Fiction&Non Fiction) C 2-4 copies/title 40.1%(Paperback Computer Books) 5+copies/title 41.2%
Juvenile Quality Paperback Editions 1 copy/title 35.0%
IV. G 2-4 copies/title 40.1%
(Popular Fiction&Non Fiction)
5+copies/title 41.2%
1 copy/title 35.0%
V. Mass Market Paperback Editions P 2-4 copies/title 40.1%
5+copies/title 41.2%
VI. Single Edition Reinforced(Juvenile) R 20.0%
VI I. Publisher's Library Edition(Juvenile) Z 20.0%
Vill. University Press Trade Editions(may be of any A 35.0%
binding and include some spoken word audio)
S/X/N-(Text,Technical,or Reference Editions) S=7.5%
X=7.5%
N=0.0%(b)
L-(Hardcover Editions from Small Press and L=10.0%(c)(d)
Hardcover Titles of Limited Demand-primarily
Adult) 7=20.0%(d)
Text,Technical,Reference,Professional Medical, 7-(Hardcover Titles of Limited Demand-primarily
Small Press,some University Press titles
Juvenile) M=10.0%(c)(d)
(excludingUniversity Press Trade Editions and/or M-(Paperback Editions from Small Press and °
X. y ) Paperback Titles of Limited Demand-primarily 1=20.0%(d)
Titles of Limited Demand
(may be of any binding and include some spoken Adult) T=7.5%
word audio) 1 -(Paperback Titles of Limited Demand-primarily U=7.5%
Juvenile) V=7.5%
W-7.5%
T/U/V/W/4/Letter 0-(Specialty Textbooks) 4=7.5%
Letter 0=7.5%
5/6/8 (Professional Medical Titles)
5=7.5%
6=7.5%
8=7.5%
Imported English and Non-English Language F=0.0%
Editions F/K/3 K=0.0%
X. 3=0.0%
XI. Enhanced Service Program Y/Q Q=7.5%
Y=0.0%plus$4.95/unit(e)
XII. Spoken Word Audio H 45.0%
Mill. Board Books I 42.5%
XIV. Novelty Items/Activity Books I 42.5%
Special Programs,such as: D D=10.0%
XV. Paw Prints and Follett Bound Editions E E-28.0
Turtleback Editions
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Baker&Taylor,LLC
DiscountTerms and Conditions of Sale
(a)Please see Section 5 for full category definitions,which are attached hereto and incorporated herein by reference. Materials produced for
TextStream print-on-demand services may fall into any category.
(b)Titles which receive minimal publisher discount will be invoiced at publisher's list price.
(c)Represents publishers with limited sales volume,based upon a semi-annual review. These titles may be of any binding type or publisher of origin.
(d)Represents individual titles which do not qualify for preferred stock status(based upon a quarterly review)and individual titles which qualify for
preferred stock status,but have limited demand(calculated over a rolling 12 month period). These titles may be of any binding type or publisher of
origin.
(e)Titles where Baker&Taylor receives no discount from the publisher or prepayment is required by the publisher or publishers whose titles have
limited demand and/or non-commercial publishers will be invoiced at list price plus$4.95/unit service charge.
Also, please note that:
• Publisher's list price is subject to change without notice.
• Except where otherwise noted, book discounts are applied to current publisher's list price at the time of shipment.
• Baker&Taylor reserves the sole right to be the final determinant of product categories, category definitions and price
indicators.The discounts vary based on this determination.
• Titles are categorized by Baker&Taylor for pricing purposes by considering the binding,general marketing categories,
demand for certain titles, preferred stock status, cost of acquisition, cost of distribution, and the size or type of
publisher, as well as factors related to relationships with publishers such as shipping terms, payment terms, publisher's
discount, returnabilityto publishers and other factors.
• Product categories, category definitions and price indicators are subject to change at Baker&Taylor's sole discretion,
without notice, based upon the above-described factors for categorizing titles.
• For domestic titles where no publisher list price is assigned by the publisher, Baker&Taylor will assign such titles a price
in its electronic catalog which is based upon Baker&Taylor's estimate of market conditions.
• For imported titles where no publisher list price is assigned by the publisher for the U.S. market, Baker & Taylor will
assign such titles a U.S. dollar price in its electronic catalog which is based upon Baker &Taylor's estimate of market
conditions.
• For Paw Prints and Follett Bound editions, Baker&Taylor will assign such titles a price in its electronic catalog which is
based upon Baker&Taylor's estimate of market conditions.
• Titles of limited demand or from small or specialty publishers generally are included in Product Category IX or Product
Category XI.
• The discount terms and conditions listed do not apply to Baker&Taylor's Continuation Services or Approval Programs.
• Baker&Taylor provides an invoice that identifies the publisher's current list price,the discount offered, and the exact
price charged for each title ordered.
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Baker&Taylor, LLC
Discount Terms and Conditions of Sale
Monroe County Public Library—Marathon Branch Opening Day Collection
Please refer to the following Terms and Conditions of Sale for the discounts offered to the Monroe County Public Library for
Audio Visual Material.
Media Price Range Discount off Current Producer's List
Type Price
DVD/Blu-ray Any Price 27.0%*
Music CD Any Price 25.0%*
List prices used for calculating discounts are manufacturers' current, suggested list prices, where available. Where no
list price is supplied by the manufacturer,a list price will be assigned by Baker&Taylor.
*AV titles with minimal discount or supplier restrictions or titles from small,specialty vendors will be invoiced at
Manufacturers Suggested Retail Price.
For many years Baker& Taylor has been a distributor of video entertainment products of Buena Vista Home
Entertainment, a/k/a Walt Disney Studios Home Entertainment('BVHE"). Recently,for reasons beyond Baker& Taylors
control, our relationship as a direct distributor of this product line has changed. We have been working to resolve the
interruption of the supply chain, but have not yet reached an agreement that would do so and are currently unable to
supply BVHE video entertainment product to our public library customers. While we believe this interruption to be a
temporary inconvenience, we cannot currently estimate when this interruption will be resolved. During this interim
period, we will be transitioning BVHE video entertainment product to "Not Available from Baker& Taylor"status in Title
Source 360 and cancelling existing back orders.
We remain committed to re-establishing our supply chain for BVHE video entertainment product and will keep you
updated on our progress.
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5.CATEGORY DEFINITIONS
I. Adult Trade Hardcover Editions(0,C)(may include some spoken word audio materials)
High demand materials from widely distributed publishers designed for the general consumer,usually dealing with a subject matter having broad mass
appeal. These titles are typically released in hardback and can be either fiction or current non-fiction. Publisher promotional/media expenditures and
print runs are customarily higher for these titles than for most others.Inventory is maintained with preferred stock status(regularly stocked in three to
four major warehouses). An example of a trade edition would be: 141h Deadly Sin by James Patterson,ISBN:9780316404021.
II. Juvenile Trade Hardcover Editions(J)
High demand,juvenile materials from widely distributed publishers designed for the general consumer,usually dealing with a subject matter having
broad mass appeal. These titles are typically released in hardback and can be either fiction or current non-fiction. Publisher promotional/media
expenditures and print runs are customarily higher for these titles than for most others. Inventory is maintained with preferred stock status(regularly
stocked in three to four major warehouses). An example would be: Are You Ready to Play Outside by Mo Willems,ISBN:9781423113478.
III. Adult Quality Paperback Editions(B,C)
High demand paperback materials from widely distributed publishers,other than the standard rack size paperback,typically found in bookstores and
other retail outlets. Inventory is maintained with preferred stock status(regularly stocked in three to four major warehouses). An example of a quality
paperback would be: The Boys in the Boat by Daniel Brown,ISBN 9780143125471.
IV. Juvenile Quality Paperback Editions(G)
High demand,juvenile paperback materials from widely distributed publishers,other than the standard rack size paperback,typically found in
bookstores and other retail outlets. Inventory is maintained with preferred stock status(regularly stocked in three to four major warehouses). An
example of a quality paperback would be: Tuck Everlasting by Natalie Babbitt,ISBN: 9780312369811.
V. Mass Market Paperback Editions(P)
A standard rack size paperback typically found in bookstores or other retail outlets. An example of a mass market paperback would be: The City of
Ember by Jeanne Duprau,ISBN: 9780375822742.
VI. Single Edition Reinforced(R)
A high quality binding designed to provide a long shelf life in a heavy use environment. Although the binding is fanned and glued it may not be sewn,
which is typically found in the publisher library edition. Subject content can include both fictional and non-fiction works appealing to juveniles as well
as adults. These bindings are identified by the publisher to Baker&Taylor. An example of a single edition reinforced binding would be: Because of
Winn Dixie by Kate DiCamillo,ISBN 9780763650070.
VII. Publisher Library Editions(2)
Fiction as well as non-fiction materials appealing to both juveniles and adults,designed with the rugged durability required of the environment
typically found in a library setting. Publisher Library Editions are traditionally of the highest quality,usually fanned,sewn and glued to provide the
greatest possible shelf life of any binding. These bindings are identified by the publisher to Baker&Taylor. An example of a publisher library edition
would be: Curious George Visits the Library by Margaret Rey,ISBN: 9781599614199.
VIII.University Press Trade Editions(A)(may include some spoken word audio materials)
This category would include any University Press Trade Editions,both adult and juvenile,and are subject to publisher reclassification. An example of a
university press trade edition would be: Alexander McQueen: Savage Beauty by Andrew Bolton,ISBN: 9780300169782.
IX. Text,Technical,Reference,Small Press,and/or Titles of Limited Demand(S,X,N,L,M,V,T,U,W,Letter 0,1,4,S,6,7,B)
Category of materials includes,but is not limited to,text,technical,reference,professional medical,small press,and some university press titles
(excluding University Press Trade Editions). It includes titles purchased from publishers on a non-returnable basis,those publishers that extend little
discount to Baker&Taylor,and publishers whose titles have limited sales volume based upon a semi-annual review.
It includes individual titles which do not qualify for preferred stock status(based upon a quarterly review)and individual titles which qualify for
preferred stock status,but have limited demand(calculated over a rolling 12 month period). Additionally,any publisher which is not in compliance
with some of Baker&Taylor's purchasing requirements could be in this category. Materials in this category are both adult and juvenile,may be of any
binding and may include some spoken word audio materials.Examples within this category would be: The Merck Index,ISBN: 9781849736701,
Strategies That Work, ISBN: 9781571104816,Beauty and the East ISBN: 9781566563871,Generals of the Bulge: Leadership in the U.S.Army's
Greatest Battle ISBN 9780811711999, and Floods ISBN 9781624030031
X. Imported English and Non-English Language Editions(R,K,3)
Titles produced and distributed outside of the domestic US. These titles may be of any binding type and represent various publishers. An example
would be El Angel Caido by Nalini Singh,ISBN 9788490625224.
XI. Enhanced Service Program Titles(Y/Q)
This category includes materials where Baker&Taylor receives no discount from the publisher,or prepayment is required by the publisher,or
publishers which have restrictions on returns,or books of small or non-commercial publishers with limited sales volume based upon a semi-annual
review. Any publisher which is not in compliance with Baker&Taylor's purchasing requirements would be in this category. Materials in this category
may be of any binding. These titles will receive no discount and are subject to a service charge. An example within this category would be:Business
Income Coverage Guide,ISBN:9781941627532.
XII. Spoken Word Audio(H)
Materials designed for the general consumer,usually dealing with a subject matter having broad mass appeal. These titles can be either fiction or
current non-fiction. An example would be:The Complete Sherlock Holmes by Sir Arthur Conan Doyle ISBN:9781491542286.
XIII.Board Books(1)
Durable materials from widely distributed domestic publishers designed for young children;pages are manufactured of heavy gauge cardboard to
prevent tearing. These editions typically feature few pages,simple themes and colorful illustrations or photographs. An example of a board book
would be: Runaway Bunny by Margaret Wise Brown,ISBN: 9780061074295.
XIV.Novelty Items/Activity Books(1)
Specially packaged gift set or novelty item related to a book product or attached as an accessory to a book product. These items would include a book
with toy,rag books,washable cloth books,books with accessories or kits,electronic sound books,sticker books,tracing books or coloring books. This
category also includes any non-book merchandise such as model kits,hobby kits,flash cards orjigsaw puzzles. An example of an item in this category
would be:Very Hungry Caterpillar Cookbook&Cookie Cutters Kit by Lara Starr,ISBN 9781452125527.
XV.Special Programs(D and E as indicated in the Discount Terms and Conditions of Sale)
Programs,formats,or editions offered only by Baker&Taylor or not included in any other category. These programs include but may not be limited to
Paw Prints,Follett Bound and Turtleback editions. Examples of items in this category would be: Clifford's Valentines Day by Norman Bridwell,ISBN
9781435201736(PawPrints prebound edition)and Junie BJones is Captain Field Day by Barbara Park,ISBN 9780613337670(Turtleback prebound
edition.)
CUSTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a,BAKER-TAYLOR.COM 23
F3 A K E 'R '; T A Y 1. O R
6. ENHANCED SERVICES PROGRAM
Baker &Taylor is pleased to offer a service that will save your library time and money when procuring titles from small
and hard to find publishers. By utilizing B&T's vast publisher and title database, the library can purchase a wide variety
of low demand and small print run titles from associations and limited edition, prepayment, and non-returnable
publishers.
Baker & Taylor's Enhanced Services Program provides the library with access to millions of active book titles
representing over 75,000 imprints.This breadth of coverage is greater than that of any other book industry wholesaler.
The"ESP" program builds on B&T's already outstanding publisher relations by:
➢ Expanding our vendor relations team responsible for the follow-up of all publisher orders, improving the speed
of delivery of all titles to the library,-
Widening our publisher base to include hundreds of small non-commercial publishers formerly considered
apply direct by the book industry; and
➢ Increasing our reporting capabilities by providing order status reports for 100% of all titles not yet published
and by supplying anticipated publication release dates for all out of stock items.
This category includes material where Baker&Taylor receives no discount from the publisher or prepayment is required
by the publisher or books of small, limited in demand and/or non-commercial publishers. Any publisher which is not in
compliance with Baker&Taylor's purchasing requirements would be in this category. Materials in this category may be
of any binding. These titles will be invoiced at list price plus$4.95/unit service charge.
For libraries concerned about purchasing these types of titles, B&T's Title Source website can assist the librarian in
researching a particular item's category and format. Surcharge titles will appear with a Y or Q in the discount code field.
Additionally, you may contact your Customer Service representative or Information Services via phone, fax, or e-mail
(btinfo@baker-taylor.com)to determine surcharge titles before placing an order.
As a convenience to the library, B&T can exclude these titles from all orders by adjusting your account profile setup.
Please contact your Customer Service Representative for additional information.
C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a,BAKER-TAYLOR.COM 24
7. RETURNS POLICY
INSTITUTIONAL RETURNS
(Revised July 2015)
The following guidelines are required to ensure prompt handling of your return. All product returns (excluding Book
Leasing programs) require prior authorization from a Customer Service Representative. You May contact your
appropriate representative via the toll-freenumberlistedoh yobrpackinglist.
How to Obtain Return Authorization
Please use the Return Authorization Form from your shipment's packing list to make all returns. Contact your Customer
Service Representative for retu rn authorization. Allclaimsmbstbe made within 45days from the date ofinvoice.
1. When calling for return authorization, please have the following information available:
A. Return Authorization Form
B. Your account number and ATS#from the shipment's packing list (located mid-page under the Return Authorization
Form explanation)
C. Reason for the claim/return
D. Action being requested—Replacement of product or Credit to your account; no replacement product necessary
2. Your Customer Service Representative will assign your return an authorization number (RTA#). To expedite the
process, please clearly mark the RTA# on the Return Authorization Form and on the outside of the carton in the
upper right corner from the shipping label.
3. Make your return via an insured and traceable carrier; Baker&Taylor is not liable for returns lost in transit.
4. Products incorrectly shipped by Baker& Taylor may be returned with authorization within 45 days of the products
date of invoice. Product(s) meeting the definition of Publisher defective may be returned with prior authorization
within six months of the product's date of invoice. Products purchased with value-added processing services which
have been shipped as ordered are considered non-returnable.
DAMAGED SHIPMENTS: If you receive a damaged carton(s) which resulted in damaged product(s), please hold the
product(s) and save the carton for Carrier inspection. If the damage is visible at the time of delivery, bring it to the
Carrier's attention and note it on the Bill of Lading. Then, contact your Baker&Taylor Customer Service Representative
via the toll-free number listed on the packing list.
CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. AdclaiMs Mustbe made
within 45 days from the product's invoice date. Please ensure you have received all cartons of a shipment prior to
signing for receipt from the Carrier. Cartons you have signed for as received from the Carrier are not claimable as
shortages from Baker&Taylor.
INTERNATIONAL CUSTOMERS ONLY: For information on making returns of damaged,defective, or incorrect products,
please contact your local International Sales Office or our International Customer Service Department
(internationallibrarycustomerservice@bal<er-taylor.com). You may also refer to the website
http:ZLwwW.btol.com/ihternational libraries deta Ils.cfm?side Menu=Con cV 20Us home= o e help etails.cf &ctx
=
All returns should be sent to:
Baker&Taylor Returns Center
Department R
251 Mt.Olive Church Road
Commerce,GA 30599
C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINEO a,BAKER-TAYLOR.COM 25
[[[.Y B A K E R :� T A Y H 3 R AV RETURNS
(Revised June 2016) S(ENE& HEARD AN
Library&Education Account Audio/Video Product Returns Policy
The following guidelines are required to ensure the prompt handling of your Audio /Video (AV) returns; Music CD,
DVD, Blu-ray and 4k disc product. Note; Vinyl product is not returnable, per manufacturer's policies, and is a "one way'
sale. All Music CD, DVD, Blu ray and 4K disc AV product returns(excluding DVD/BD lease return product-please contact
AV Customer Service for separate return procedures for your DVD/BD Lease program product) require prior return
authorization from an AV Customer Service Representative. Please contact yoUrAV Customer Service Rep at 800775-
1700
How to Obtain Return Authorization
Contact your AV Customer Service Representative for return authorization numbers. A#claims mustbe made within45
days of invoice date.
1. When calling for return authorization, please have the following information available:
A.Your account number and invoice#s
B. Reason for the claim/return
C. Action being requested -
1. Replacement of product(defective return will receive a replacement of the same title)
2. Credit to your account; no replacement product necessary for mis-ships
3. Overstock return credit requires Customer Service Mgr. and Sales Mgr.approval
2. Your AV Customer Service Representative will assign your return an authorization number (RA#). To expedite
the process, please clearly mark the RA# on the outside of the carton in the upper right corner from the
shipping label and on inserted documents.
3. Ship your return via an insured and traceable carrier; Baker&Taylor is not liable for returns lost in transit.
4. Products incorrectly shipped by Baker& Taylor requires an authorizat/oh to be returned. Product should be
returned within seven days of invoice date; must be returned within 45 days of the products invoice date.
Product(s) meeting the definition of a Manufacturer's defective may be returned with a prior authorization.
Products purchased with value-added processing services which have been shipped as ordered are considered
non-returnable, unless disc is defective. In which case a replacement of same title will be sent (multi disc sets
require all discs to be returned).
DAMAGED SHIPMENTS: If you receive a damaged carton(s) which resulted in damaged Audio/Video product(s), please
hold the product(s) and save the carton for Carrier inspection. If the damage is visible at the time of delivery, bring it to
the Carrier's attention and note it on the Bill of Lading. Then, contact your Baker&Taylor AV Customer Service Rep via
the toll-free number above.
CLAIMING SHORTAGES: Please check your packing list or invoice before claiming shortages. A/l claiMs Mustbe made
Within 15 days from the product's invoice date. Please ensure you have received all cartons of a shipment prior to
signing for receipt from the Carrier. Cartons you have signed for as received from the Carrier are not claimable as
shortages from Baker&Taylor.
All returns with RA#should be sent promptly to:
Baker&Taylor Returns Center
Dept. R
251 Mt.Olive Church Road
Commerce,GA 30599
Questions? Contact your B&T
AV Customer Service Rep(800.776-1700)
Email ViqAVinfo@Baker-TaAor.com or
Library customerservice baker-taVlor.com
Baker&Taylor A/V Sales 800.775-2600 x2050
C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLSINFO a,BAKER-TAYLOR.COM 26
&APPENDICES
Appendix 1-Sample Standard MARC Records
DVD
=LDR 03014ngm 2200625Ma 4500
=001 on1005366121
=003 OCoLC
=005 20171030092135.0
=008 170920s2017\\\\nyu 130\\\\\\\\\\\\vlfre\d
=007 vd\cvaizq\\\\\\\\\\\\\
=040 \\$aZQP$beng$cZQP
=020 \\$a9781681433561
=020 \\$a1681433567
=024 1\$a715515204019
=028 42$aCC2806DDVD$bThe Criterion Collection
=035 \\$a(OCoLC)1005366121
=037 \\$bMidwest Tape$nhttp://www.midwesttapes.com
=041 1\$afre$j e ng$hf re
=043 \\$ae-au---
=050 \4$aPN1997.2$b.P53 2017
=082 04$a791.43/72$223
=245 04$aThe piano teacher$h[DVD]/$cdirector, Michael Haneke.
=264 \1$a[New York, New York] :$bThe Criterion Collection,$c[2017]
=300 \\$a2 videodiscs (130 min.) :$bsound, color-$c4 3/4 in.
=336 \\$atwo-dimensional moving image$btdi$2rdacontent
=337 \\$avideo$bv$2rdamedia
=338 \\$avideodisc$bvd$2rdacarrier
=344 \\$adigital$boptical$gsurround$h5.1$2rda
=347 \\$avideo file$bDVD video$2rda
=380 \\$aMotion picture.
=490 1\$aCriterion collection
=500 \\$aTitle from sell sheet.
=500 \\$aCriginally produced as a motion picture in 2001.
=500 \\$aWide screen (1.85:1).
=500 \\$aSpecial features: new interview with Haneke; new interview with Isabelle Huppert;selected-scene
commentary from 2002 featuring Huppert; behind-the-scene commentary from 2002 featuring Huppert; behind the
scenes footage of a postsync session for the film featuring Haneke and Huppert;trailer; essay by scholar Moira Weigel.
=511 1\$alsabelle Huppert,Annie Girardot, Benoit Magimel, Susanne Lothar,Georg Friedrich,Anna Sigalevitch.
=520 \\$aErika,a middle-aged piano professor at a Viennese conservatory who lives with her mother, in a
claustrophobically codependent relationship.Severely repressed,she satisfies her masochistic urges only voyeuristically
until she meets Walter, a young student whose desire for Erika leads to a destructive infatuation that upsets the careful
equilibrium of her life.
=521 8\$aMPAA rating: R;for aberrant sexuality including violence, and for language$aOFRB rating: R.
=538 \\$a DVD.
=546 \\$aFrench dialogue; English subtitles;subtitled for the deaf and hard of hearing(SDH).
=650 \0$aPiano teachers$zAustria$zVienna$vDrama.
=650 \0$aMothers and daughters$zAustria$zVienna$vDrama.
=650 \0$aTeacher-student relationships$vDrama.
=650 \0$aMasochism$vDrama.
=700 1\$a Haneke, Michael,$d1942-$efilm director.
=700 1\$aHuppert, Isabelle,$eactor.
=700 1\$aGirardot,Annie,$d1931-2011,$eactor.
=700 1\$aMagimel, Beno{circ}it,$eactor.
=700 1\$a Lothar, Susanne,$eactor.
=710 2\$aCriterion Collection (Firm),$epublisher.
=830 \0$aCriterion collection.
C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINEO a,BAKER-TAYLOR.COM 27
Spoken Word CD
=LDR 01412pim 2200361a4500
=001 b12006019027
=005 20100105102554.0
=007 sd\fungnnmmned\\\\\\\\\
=008 060802s2006\\\\nyunnnnj\\\\\\\f\\n\eng\d
=010 \\$abl2006019O27
=020 \\$a0739337270
=028 02$aYA 1109A$bListening Library
=050 14$aPZ7.Z837$bBoo 2006c
=082 04$a[Fic]$222
=100 1\$aZusak, Markus.
=245 14$aThe book thief$h[sound recording]/$cMarkus Zusak.
=260 \\$aNew York:$bListening Library,$cp2006.
=300 \\$a11 sound discs (13 hr., 50 min.) :$bdigital, Dolby processed -$c4 3/4 in.
=306 \\$a135000
=511 0\$a Read by Allan Corduner.
=500 \\$aUnabridged.
=500 \\$aCompact discs.
=520 \\$aTrying to make sense of the horrors of World War II, Death relates the story of Liesel--a young German girl
whose book-stealing and story-telling talents help sustain her family and the Jewish man they are hiding,as well as their
neighbors.
=651 \0$aGermany$xHistory$y1933-1945$vJuvenile fiction.
=650 \0$aChildren's audiobooks.
=651 \1$aGermany$xHistory$y1933-1945$vFiction.
=650 \1$aBooks and read ing$vFiction.
=650 \1$aStorytelling$vFiction.
=650 \1$aDeath$vFiction.
=650 \1$aJews$zGermany$xHistory$y1933-1945$vFiction.
=650 \1$aWorld War, 1939-1945$xJews$xRescue$vFiction.
=650 \1$aAudiobooks.
=700 1\$aCorduner,AIIan.$4nrt
C'-USTOMIZED LIBRARY SERVICES®12550 WEST TYVOLA ROAD,SUITE 300 CHARLOTTE,NC 28217 CLSINFO a,BAKER-TAYLOR.COM 28
Appendix 2-Sample Label Set
Please note,actuallabel set will be customized to library's specifications.
Not to scale
356140991
Of 1 REN9396,609A
978161773,8340
L43349,000000
MAXWELL
NEW
MAXWELL
A pinch of poison
97816177383401
Disk ill
91 7 9 1 6 1 7 7 3 9 3 4 0
YOUR JE9ARY 11111Y�-
j 0 lu", '�20
Z V. -Z ,
S T S 1 6 1 7 7 3 8 3 4 0
9 79 16 1773834 0
Y 0 LR L I B 14A R Y NAM F I/200TI
CUSTOMIZED LIBRARY SERVICES®12550 WEST TyvOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLsiNFoCa),BAKER-TAYLOR.COM 29
Appendix 3-Sample Fund Report(Print/AVM
CUSTOMIZED LIBRARY SERVICES CLS Fund Accounting Report Date
a Jr5 11 BalS&Tayl-r.Iql. Your Library Name
Your CLS Project
COLLECT. FUNGS 00 1310 PEND. I PENDING � PENDING TOTAL !NVCID INVOICED I NV04CED TOTAL FUNDS FUNDS
ACCT# GRfl#� NAME BUDGETED Units AMT units AMT VAS � PENDING Units AMT VAS INVOICED ENCUMBERED AVAL
'12,0000 0 Aft-General SK;000.Ou=l 400 1 $6,4,20.001 700 1 511;200.001 $3,35PIOD I $15 05O.OD 13110 1 52D:800M 1 57;1050.02,�1 5 2 7 9 5 0.C<1 $49,4Za.00 5800.00
1 Af�c-mystery I 518.000.0:1 100 1 $1,6 ml.0 0 1 400 1 S6.400.001 $2,20100 1 $8,600,00 1 350 1 $S,60000 I 51.925.0a I $7,5-2 5.30 1 $17,725.00 5275.00
2 A f,,,c-S c i f,,,,F a n t sl S.000.01: so $Kllloo 110 S1.760.00 $61-5.00 $2,365.00 1 SO $2,400.00 S825.0a $3,225.2ID $6,39C.00 $8;6 I D.00
3 Aft-lAestern 510,000.0S 80 $1,28,2,,001 40 1 S640.OD S2.Z.00 $8K,00 100 $1,600.00 S550.02,� $2 1050.CC= $4,292,,00 S5;710.00
4 �Aft-Romance S15.000.K� 70 $1,123.001 20 1 $320.02� $111.00 $433.00 200 $8,2MOO S1.100.0- $4,300.CC $5,85fC.00 $9,150.00
L13,0001 0 A W 000 S4.000.00, 60 $1,2KOD 50 $600.02, 5275.00 $1,075.00 20 S320.00 $110.02, $430.2T, $2,TB5.00 51 215.00
1 A W 100 S4.000.01: 110 $1,78.00 100 S1.600.00 S55C.DD $2,15,100 10 S160.00 $11".0 a $215.:'A $4,12:5.00 (S125.00)
2 A NiF 200 56;000.0: ISO $2,4,20.00 120 51;920.00 S&9K,0 0 $2-5K,00 110 $1.76OLO S605.02,� $2 365.30 $7,345.00 62,345.00)
3 A NiF 300 524.000.0C EDO $9,6M.00 100 S1.600.00 $55)3.00 $2,15C.00 iSO $4,DMOO S1.375.0- $5,375.CC $17,125.00 $6,875.00
4 A W 400 Sl 2.000.OE, 350 $5,6ce.00 $0.0-- SE1.01) 100 $1'600.00 $550.0--- $2,150.-" $7,TE,3.00 $4,2'50.00
b 5 $21,9 5 :ls K.00 $1�950.00)(A W 500 '20.000.01: 700 $11,2C'100 200 S3.200.00 $1,1DA.01) $4,30,100 KID $4,800.00 S1.650.0a $6,4 0.
6 A NIF 600 S29;000.K� 900 $14#20.00 500 58;000.00 $27K.00 S1075O.00 240 53,840LO S1;320.02,� SS 160.'M $30,312',00 {S1,31D.00)
7 A NiF 700 5-17.000.OS 800 $12,3•,100 130 K;880.00 S940,00 $3 870.00 350 S5,60OLO S1;925.02,� $7 0-25.20 $24,119E.00 S2,805.00
8 A W 800 S9.000.0E, 300 $4,8C-100 70 51.120.00 $3915.01) $1,505.00 120 $1,920.00 $660.03 $2,580A-2, $8,89,5.00 S115.00
9 A W 900 Sl 0.000.01: 400 $6,4�100 120 S1.920.00 $6,K.00 S2,5KOD 160 $2,860.00 S990.0a S3,870.DID $12,KZ.00 (S 2,P,ff.07,
10 A Biography 510.000.0m 500 $8,00100 130 12.080.00 $715.01) $2,795.00 2210 53,360.00 Sl.1 55.0 a $4,515.:ls $15,3l 2.00 (S5,31 0.00)
11 A Reference Sal);OOO.OS lJOO $17,6 MI.0 0 220 53;520.00 $1,212,,00 $4 7K,00 490 $7,84OLO S2;695.02,� Sl 0 0-35.20 $32,865.00 62,865.00)
12 Computer Bks S4.000.00, so W-11.00 so $800.01, $275.00 $1,075.00 70 $LlMOO $385.03 $1 R38C.00 SE20.00
13 Testing Bks S7.000.01: 200 $3,2 CC.0 0 90 Sl 440.00 $495.01) $1935.00 30 S460.00 $165.0a $645.:'A $5,78.00 3 1 220.00
00
14 Travel Bks I 57;0O0.0SJ 150 1 $2#20.001 30 1 51;280.001 $44,.00 1 $1 72c.00 130 S2,080.00 S715.02,�1 $2 795.20 $6,91 5.00 585.00
Ll',,0002 0 Juv Fiction sl S.000.01: 10 s18.00 100 S1.600.00 S55C.DD $2,15,100 100 $1,600.00 S550.0a $2,150.:ls $4,46100 $10,540.00
1 Juv Pict BLS 56;000.0: KIM $0.0 a SO.00 SO.00 SOLO $0.0 21� $0.30 52'.00 S5C'00.00
2 Juv Board Bks 56.0010S KIM $0.0 a SO.00 U1.00 WOO $0.0 21� $0.30 52'.00 s5'00D.00
GRAND TOTAL BKS 5.5--_080 3C I LL-K 03 1 EL= 1 .13 960 03 1 L254-530 1 1,33 115 30 1 S289_g9-GO w:53-0 1 I 4 81 G
AfV MATERIAL FUND REPORT
NOT E AL BACKORDERED AND PENDING INFORMATION IN THE AV REPORT IS ESTIMA7ED NOT A07JAL
WSIC CO $70.00100 250 S.3,750.0D 153 $2.253,30 $129100 $2.453,00 1,200 1 S,-350.03 $MUD.-30 S27.6 U3,3 G $24.eDGL0 $35.200.0
V!DEO DVD ssC'CO3u0 lo'o $1,500.-OD 203 $3u013C $1 e00 u0 $4 i]0100 1,45C $21,750.00 9 11 CD.
5� Do 433 350,K $39,45&CO $20,55C.CD
GRAND TOTALS NV: 513C CO3 50 $525003 53 5 253 CC e00 8 053 00 2 C,5C $2-�50 00 21 2C-D Do 0 g_10 DC 4 25C Co $55,75O.CD
_L_l _ 2J I _ _ 1� r_ C0
CUSTOMIZED LIBRARY SERVICES®12550 WEST TyvOLA ROAD,SUITE 300�CHARLOTTE,NC 28217�CLsiNEoCa),BAKER-TAYLOR.COM 30
1I[IBAKER TAYLOR CL8
NOTICE OF PRICING PROPOSAL ACCEPTANCE
For
Monroe County Public Library—Marathon Branch Opening Day Collection
Proposal Date:3/3/2020
FOR:PRINT MATERIAL SPOKEN WORD AUDIO,MUSIC CDANo DVD/BLUPAY
CLS is committed to providing services to our customers at a level that meets or exceeds their requirements. We have
learned through our experience with many successful projects that the key to this high level of service is a mutual
understanding of the requirements of both parties involved. Please carefully review the pricing and services noted
above. If you approve, please notify us by signing and returning a copy of this acceptance page to the address below.
Based on your agreement to the pricing and discounts contained in this proposal and the i-formation gathered during
our discovery process, we will proceed with a plan that will outline the services we will provide for the Monroe County
Public Library.
This pricing agreement is contingent upon mutual approval of all services and prinng by both the library and Baker &
Taylor,LLC,and will remain in effect for the period of one year after the agreement date.
CLS reserves the fight to negotiate price and/or discount adjustments should the library make changes at any time
throughout the duration of the protect.
Monroe County Public Library
700 Fleming Street i5r. ryi
Key West, FL 33040
M8516 ATTORN#Y
BOARD OF COU TY COMMISSIONERS one 9/16/20
OF MONROE Ty RIDA
Signature: - Title: _ Mayor_
He et Carruthers Date: AR./ilma.WL_L ig'a^01.42
titik
N MADC CLERK
� As Deputy Clerk
Please forward to my attention at the address,or email indicated below
Baker&Taylor LLC
z O IT
Customized Library Services —,c" Cp O
2550 West Tyvola,Suite 300 --1
Charlotte,NC 28217 I O
m
Fax 704-998-3308
Finait n'tn .; Li ker :aylo ruin S rrl
O C)
C
Baker 6 Taylor LWO
/ O
signature: At/-/.v,,,,_62a N
Name: Lee Ann Queen
Tice: Dlrecror-Prlclnp Services
Dare: September25, 2020
C1 lsIONII/1 D1.1111<TN1 SI RI.a I ,R 25s0Ui iInil!,RE)AIL 11l it 100 Cllutiv1ii_A'C2U17 LI Nii)rr111F1 a-1 olt.tTI 51